Monthly Archives: April 2013

9 Ways to Teach Your Teenagers About Money Money Smart Week of Wausau happened this week of April 20th – April 27th and we thought this would be a great article for the message we, as a wealth management firm … Continue reading →

When is a Fiduciary Not Really a Fiduciary? It is often difficult to distinguish the services of one financial “advisor” from another. The cynical among us would suggest that this is the result of calculated efforts to confuse the public mind … Continue reading →

Storm Chasers When I had first heard the issue about “Storm Chasers” at an insurance meeting, I thought they were talking about the increased liability they faced when people drove their trucks or cars close to tornadoes to get video … Continue reading →